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UTMA/UGMA Custodial Accounts - What You Need to Know

December brings out the generosity of most. Holiday gifts are bestowed upon loved ones and charitable donations are completed. While most givers are motivated purely by a benevolent spirit, others also consider tax planning objectives when writing ye… Read More
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Are You Aware of the “80-20” Rule?

The “80-20 Rule”, also referred to as the “vital few and trivial many rule” is a principle based on work of Italian economist Vilfredo Pareto. His 1906 observation that eighty percent of the wealth of Italy was owned by twenty percent of the… Read More
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Social Media and Other Research Tools

Modern law firms must either have or develop the capability to conduct online research in order to remain current, competitive and ethical. Results of a recent ABA Legal Technology Survey reveal that WestlawNext is the most popular among lawyers who… Read More
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Social Media Marketing and Attorney Ethics*

With the advent of social media, a law firm’s message can be broadcast (or even podcast) widely with a minimal financial commitment. Those with a modest budget can exponentially expand their exposure to potential referral sources and clients by bec… Read More
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Making the Case for Social Media*

By now, most attorneys have developed at least passing familiarity with social media applications – even if they haven’t jumped on the bandwagon. Attorney websites are relatively commonplace by now and a significant number of lawyers maintain… Read More
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Technical Revolution Leads to Ethical Evolution in the Keystone State

Pennsylvania attorneys will be bound by a new set of ethical rules effective November 21, 2013 as a result of the recent adoption of amendments to the Pennsylvania Rules of Professional Conduct. The changes, adopted by the Supreme Court of Pennsylvan… Read More
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IRS Audits of Attorney Tax Returns

According to the 2011 Internal Revenue Service DataBook, a total of 1,564,690 (approximately 1.1%) individual income tax returns were subject to audit in 2011. This rate increased to 3.6% for returns with total positive income of $200,000 to $1 milli… Read More
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Does Anyone Send Handwritten Thank You Notes?

Recently, I ran across an article written by Debra Nussbaum entitled: “Thank you” cards seem a quaint relic of the past. But do we not even acknowledge gifts? Take a look at this article for a reminder of the importance of the handwritten note: E… Read More
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Recognition of Social Media as a Legitimate Source

I returned very early on Saturday morning after speaking in St. Louis, MO on February 9 and Kansas City, MO on February 10. (MOBAR offered TSL programs Take Charge of Your Life: Personal and Professional and The Ethics of Law Practice and Legal Marke… Read More
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Compelling Communication

Most practicing attorneys would be thrilled if the judges before whom they appear would voluntarily provide tips on effective advocacy and writing. It would certainly remove a lot of the guess work. Bryan A. Garner, Founding Editor of The Scribes Jou… Read More
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